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Sample Advisor

Anthony Lopez

Financial Representative

Phone: (949) 486-8302 ext. 8302


My mission is to bring simplicity to a complex financial world. We will create a plan of action and apply it step by step to help produce a good life for the rest of your life.  We will help you gain insights and take action, creating results to help build your wealth.

Did you know that 58% of Americans have NOT calculated their retirement needs?

Click to watch how we can help bring financial balance to your life.

Confidence Begins with

At Pacific Advisors, we help you get financially organized and make better-informed decisions and practices. You'll get a wide-angle view of your business, personal, and protected finances, allowing you to adapt as your circumstances and desires change.

We offer a web tool called the Living Balance Sheet®. This tool makes it easy to recognize the long-term potential of every dollar you earn, so you can make decisions toward achieving improved financial balance.


Anthony's passion is assisting families and businesses with strategies for financial balance and success and providing uncommon insights and tools to prepare them for the future. Anthony, along with his professional team, will show you a clear picture of you where you are today, understand your concerns for tomorrow, and spot the things that must change. He will work with you to map out a superior financial future, then help you build richer lives for yourselves and your family. This includes building wealth, ensuring your money is protected, maximizing your retirement income, and creating a legacy to leave to your family and community.

Throughout his experiences in the banking and insurance industries, Anthony has established a great rapport with both his clients and his colleagues. These relationships have enhanced his professional career path and he is dedicated to being an instrument of success for his current and future clients.

Anthony Lopez, CA Insurance License #0G70932, Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.  The Living Balance Sheet® and The Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2018 Guardian